The goal of this Course is to show you how to leverage Excel functionality to build and manage better reporting mechanisms. Each Module in this Course provides a comprehensive review of the technical and analytical concepts that help you create better reporting components - components that can be used for both dashboards and reports.
30% of the course is theory built. 70% uses MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards.
Analyze large amounts of data and report that data in a meaningful way.
Get a better understanding of data by viewing it from diﬀerent perspectives.
Use Excel in data slicing and dicing, data massaging, data aggregation, data integration with Access, web, text, SQL, and other databases using pivot tables.
Quickly slice data into various views on the ﬂy.
Automate redundant reporting and analyses.
Create interactive reporting processes.
Perform advanced and dynamic data validations.
Design outstanding visualization charts, dashboards, scorecards, and ﬂash reports.
Develop master-level report solutions using advanced form controls and buttons.
Record, write and edit powerful macros that will perform routine tasks in no-time.
Business professionals, accountants, ﬁnance analysts, senior and junior accountants, business analysts, accounting and ﬁnance professionals, research professionals, marketing and sales, administrative staﬀ, supervisors, general staﬀ from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.
Reporting, analyzing, and reconciling
Integration with external data sources
Report structuring techniques
Automation and macros
Charting and visualization techniques
Utilizing Excel 2013 / 2016
Practicing pivot tables
Knowledge of Excel 2010+
Getting in the Dashboard State of Mind
Defining Dashboards and Reports
Establish the audience and purpose for the dashboard
Delineate the measures for the dashboard
Catalog the required data sources
Define the dimensions and filters for the dashboard
Determine the need for drill-down features
Establish the refresh schedule
A Quick Look at Dashboard Design Principles
Rule number 1: Keep it simple
Use layout and placement to draw focus
Format numbers effectively
Use titles and labels effectively
Building A Super Model
Data Modeling Best Practices
Separating data, analysis, and presentation
Starting with appropriately structured data
Avoiding turning your data model into a database
Using tabs to document and organize your data model
Testing your data model before building reporting components on top of it